CONNECT

Address:

243 Main St.
Staten Island, NY 10307

Phone:

(718) 980-3737,Toll-Free: 8006010622

Fax/Other:

3472270235

Our Services

We provide assistance in the following areas:

Financial Planning
  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

     

Insurance
  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance
  • Health Insurance
  • Medicare Advantage Plans
  • Medicare Supplements

     

Investments
  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity
  • College Financial Aid Planning
  • College Matching Services
  • Financial Analysis
  • Financial Aid Form Completion
  • Free Seminars
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck